How to Save the Family Cottage

Geoff Cook - CFP, CHAIP

We have all heard the old saying, “Two things are guaranteed in life: 1. Death 2. Taxes.”We are at an interesting time right now where prices of assets over the last 50+ years have seen a tremendo...

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How to Save Money on Life Insurance

Geoff Cook - CFP, CHAIP

Lets face it, no one likes buying or paying for insurance. In fact I often hear people say they feel insurance poor. From time to time I will meet people who want or already have life insurance and th...

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Personal and Financial Information Organizer

Geoff Cook - CFP, CHAIP

It is important that we stay organized with our financial affairs. We reccomend keeping certain important information in a safe, easy to find spot in case in the future aspouse, family member, or frie...

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Dont Forget These Two Simple Steps When Estate Planning

The pure purpose of Estate Planning is to make an efficient transfer of wealth. Period.Efficiency of Estate Planning is measured in two parts:1) Tax: It is important to plan your estate in a way that will transfer wealth in a tax-efficient manner—s...

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